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's quarterly results and guidance perhaps a little bit disappointing. let's get back to our guest host steve romack for the last words. you like aon. it's one of the larger positions. >> only 20% comes from the u.s. of the revenue -- is that what you said? >> 20% of the companies that we hold. 20% are domiciled in the u.s. and 50% come from overseas and a lot of the things we're finding lately have been a special situation. we were long renault and short nissan because we were able to create the stub at a negative $5 billion euro valuation with the company that has great balance sheet and cash flowing positive and we're long vodafone and short verizon because vodafone owns 45% of verizon wireless and verizon owns 55%. we were creating the stub at a pretty inexpensive price. >> anything else that you like? >> you don't like the consumer. >> we're cautious. we're scared of how the government keeps putting money in people's market. the government trumped 2.4 million jobs and they didn't talk about the 1.9 million people on food stamps and snap program. so we're just very, very cautious. >> you'
50%. melissa: he is a brave guy. cyprus scrambling to save its banking system. steve moore of the "wall street journal" is here with that next. >> despite the concerns of cyprus, stocks are higher. the dow just about ten points off session highs. take a look at the names leading the charge. ♪ . .. today is gonna be an impoant day for us. you ready? we wanna be our brother's keeper. what's number two we wanna do? bring it up to 90 decatherms. how bout ya, joe? let's go ahead and bring it online. attention on site, attention on site. now starting unit nine. some of the world's cleanest gas turbines are now powering some of america's biggest cities. some of the world's siemens. answers.bines uh, charles couldn't make it. his single miles card blacked him out here and here. he should have used... the capital one venture card. he's coming to us from home. hey fellas... hebaby, you want mama to iron your undies? nice tightie whities. i didn't know mrs. barkley made quilts. really? looks like a circus tent. is that the best you got? now if you put this, with this, you have a sai
. it was a growth stock. it missed the quarter. quarters matter and andy grove, they went toe to toe with steve jobs in walter eisen's book, but the quarterly increment, and it is a fair way to judge everybody. >> best book ever. >> apple's failed that test of the quarterly report. >> all right. coming up, is a yoga pants crisis coming? lululemon recalling pants that are too sheer. picture this. now there could be a shortage in the price of yogawear, what might that mean for the stock? we'll talk about that and tight, sheer, yoga pants, melissa. >> lulugetton. . you ready? we wanna be our brother's keeper. what's number two we wanna do? bring it up to 90 decatherms. how bout ya, joe? let's go ahead and bring it online. attention on site, attention on site. now starting unit nine. some of the world's cleanest gas turbines are now powering some of america's biggest cities. siemens. answers. falling. falling. it is recalling some of its yoga pants because of their sheerness. the move affects 17% of the bottoms it has in stock and lululemon is offering full refunds to customers. one analyst points out t
. so how much does she now get? how much of that fortune did she help build? steve osunsami on the story tonight. >> reporter: as divorces go, this one is humongous. it could split control of america's fastest growing oil company. and could lead to a record-breaking paycheck for the wife who says her husband cheated. >> this is going to be watched on main street as well as wall street and possibly internationally. because of the numbers involved. >> reporter: harold hamm is the husband in the dog house. number 35 on the forbes list of richest americans. worth $11 billion. a self-made man who started in the business scrubbing out the inside of oil barrels 50 years ago. >> and there was a lot of oil people around. i had never been around people like that. >> you wanted to be like that? >> i wanted to be like them. >> reporter: sue ann hamm is his wife of 25 years. on the table is his 68% stake in continental resources. the company she helped him build. >> the wife was a lawyer and economist. that's a bad combination for him. >> reporter: without a prenup, this becomes the bigg
that apple is at risk of having a dusty product? >> well, i think you have to separate two things. steve jobs only gave you one product and he told you you'd like it and you did. tod today, unfortunately, a lot of consumers may want a bigger phone and a new phone and apple is not giving you the breadth and the product line that a lot of us would like. i don't know if you call that dusty or not, but what i would say is you don't have a lot of choice. when the iphone first came out it was the only thing out there that could do what it did. today, i would argue samsung makes a better phone and the good thing about an cell they have a great ecosystem in i tunes. i have over 1,000 songs and books and movies in there so that kind of keeps me locked in so i'm probably not going to be able to move to a samsung phone, but in emerging market countries where you're buying your first phone, don't forget, apple's total share of the handset business is 8%. so the other 92% that have other phones, you know, they may move to samsung and apple may lose out on those future sales and that's -- whether it's a du
. kelly, back to you. >> steve, thanks very much for that. any deal with russia may be premature certainly isn't going to calm things in cyprus. this morning, the european central bank in a statement has said in order to continue its emergency liquidity systems past monday the 25th, cyprus has to have a bailout in place. any prospect of that? >> well, that adds a sense of urgency to the situation. timing is really crucial here. and now with this ultimatum from the ecb, the cypriot banks are hoping that a deal can be found as soon as possible. because what they've been relying on over the last couple of days and weeks is that eoa assistance from the ecb. that, kelly, is the main reason why they have been able to stay solve solvent. but i want to come back to a point that steve brought up this morning. but would one bailout deal even be enough? 5.8 billion euros don't seem enough when the banks do reopen next tuesday and we're likely going to see big depositit outflows. one economist i talked to this morning said to me, what's really likely at this point is that we're going to see a second b
. neil smith is the head of cable. when steve burke moved over to nbc universal after 12 years of earning comcast cable and took us from two or 3 million customers to 20 and we became a cable company in 30 states, huge job. when neil got here, he wanted to make it work better, and it's all about improving service. although we are nowhere near where i would like us to be and where the definition of good service never ends, being able to self-help, get it right the first time, make it simpler -- i think we have made terrific strides. >> why do you think the cable industry seems to have had a reputation for not the best service at times? >> i think it's inherently unpopular to ask people to pay for television. or not,you like it where the ones collecting the bill. company,gle content sports company, entertainer, journalist gets a raise every year. we have to go back and raise rates every year. i thinkand successfully, to improve the value of what it is you receive , you get it high definition you can watch it on an ipad in your home, your watching it outside of your home. still notl of that,
of concerns. >> let's also bring in steve leaseman and rick santelli for more reaction. why don't you start off with your views with what you're hearing from people there when you're looking attic movements. what really jumps out to you? >> i'll tell you what, and i am totally serious about this. when i walked in, this is a little earlier than our regular time. people are walking around, taking care of issues from friday. people have come up and said i understand this is a little island with a gdp that's in fan tess mal. i'll tell you what, i'm kind of shocked that it made that jump. i understand that at a time where computerization allows every government on the planet to track and have say complete financial audit trail of everything anybody has, whether it's in this country, 401(k), deferred retirement account. there's a rule of law issue here that's not only going to bug people in cyprus but it's going to bug everybody around the globe. that last comment you played is ridiculous, we'll never do it again. it is absolutely beyond belief. but this really is a shot across for anybody who ha
would lose badly. these creative geniuses make a big difference. we talk about the return of steve jobs, apple or what howard schultz could do with starbucks. absolutely, this guy has to be a part of equation if the shareholders and customers are going to come out on top. >> but if shareholders can get more from blackstone or more from carl icahn and lose michael dell if the process, maybe they don't care what happens next. >> that would be a shame. that's not for institution building. you take a look at -- sometimes we have some failures and i hate to say this in public markets, the pressing scrutiny is hard for some chief executives to reposition their firms the way we saw cesar had to do this. the short-term market fluctuations, they get a chance to get past speculators. this is not wild guesswork. dell has done this five, six times. nobody can be better battle tested and brilliant steve jobs only did it once. >> did michael dell make a mistake in agreeing as part of his taking private transactions to vote his shares however the other shareholders want? so that he has effectively los
, jon heilman is back. former treasury official and "morning joe" economic analyst steve ratner. in washington editorial director of the national journal group, ron fornia. >> we are halpern, heilman every sunday night late to get ready for the show and we go to the hippest place there and where is that? >> i don't know. i've never been there. >> we go to brooklyn. >> there is a quizino's there. >> we don't want that to happen, we don't want people like me to go to these places but we do. we go last night, right? >> yeah. >> what is wrong with my sweater? >> i'm sorry. it's just -- >> i'd make him take the sweater off first. >> a little too connecticut? >> a little too connecticut. >> so we go in. last night, we are in there and usually we are watching wrestling or something like that. >> dutch wrestling. >> right. right. >> midget wrestling. >> bring it in for a landing. >> jon says to me, wait, wait, wait! doing the whole thing on the bible. we ask the bartender to switch the channel. we are sitting there drinking and doing shots and watching the history channel's "jesus." we
's a conservative institute on the campus. >> i want to read mark simone my pal steve forbes tweets capitalism is the most moral system because it respects man's rights. now stanford may not agree with that but do i. >> you're being a little out dated. we're in the obama economy. a college student doesn't need to study capitalism, moves into his parents house, lives there until he's 30. is on their health care plan. where do you find a professor to teach the joys of capitalism. >> there has to be somebody out there. >> they are there but they are a vanishing minority. >> capitalism is freedom. i appeal to your higher spirits. there must be an agreement with us some place. capitalism is about freedom. live, liberty and pursuit of happiness is done best through the free market capitalist system. >> i agree with you, larry. i don't know what stanford is doing. obviously they can do what they want because they are a private university and we have freedom of speech but i certainly would encourage the teaching of capitalism on campus. but i think you're all on a different planet. liberals are very s
is not going away. adam and steve are not going to not be married because the supreme court says -- goes against it. there -- going to be children that are children of gay couples that are still going to exist. who are still going to have the practical issue to deal with. are we going to tell those children that their family is deserving of less recognition or come from a dysfunction am family? are we going to tell that couple that they have less of a right to love each other? so this issue is not going away. we have to remember let's put a maim and face to this. the case that is going in front of the supreme court is edith, 83 years old. spent 40 years with her partner thea. if thea -- edith windsor would not have paid the $600,000 in estate taxes she had to pay when her partner died. that's what we are talking about. that's the kind of equality. regardless of what the court decides, edith and dhea are still going to love each other and still going to be a couple. >> the thing is thatied itds and thea don't want to separate but equal treatment under the law when it comes to civil univer
. >> an interesting home is on the market in the south bay. it is steve wozniaks house, which is in los gatos. it was designed and built for the apple co-founder in 1986. the architecture of the problem reflects the apple design. the asking price a little over $4 million. the 7005 london square-foot home has six bedrooms and eight bathrooms. >> san jose getting ready for the big dance. >> eight people bill is getting ready to host of the gains in the ncaa basketball tournament with starts this week. and san jose gets to host a bay area team without taking on bunlv. eight people billion hosted the tourney three years ago-- tournament three years ago. santa clara once a group bidding for the 2016 superbowl to pay for government services if the event is played at the city's new stadium. under the proposal, the superbowl committee would reimburse the city for services related to the superbowl. to win the ball bid, santa clara would have to give government services requested by the nfl for the game and special events such as the n f l tailgate party, the on field media day in the nfl on location h
lead to steve cohen, sac former fund manager trading on alleged insider information on elon. expert period of time network guy giving him the information. he was looking at the capital whole another time before the financial crisis because he thought they were cherry picking. looked like certain of segna's hedge fund clients obviously they got a tip along those lines. they were getting benefits. others weren't. when was raj. whether they looked at trading went on the trading looked suspicious. ahead of deals. sort of the stuff in this indictment. they looked at raj's trading too. that is when they really, that's when they really started to bear down. that is what led to raj rajaratnam, fascinating that the brother who started the whole thing who got raj, bigger brother in trouble is now six years later now being --. ashley: he is not off the hook. >> not off the hook. pleading not guilty. his brother did as well. we'll see what ha hoops. ashley: great stuff, charlie gasparino. >> follow that line of reasoning. hopefully makes for a great book. tracy: will make a great book. good stu
was with. [ laughter ] shy could tell something give me all your money, steve, guy, i don't know. what's your name? steve? whatever, come on. [ phil ] when you have joint pain and stiffness... accomplishing even little things can become major victories. i'm phil mickelson, pro golfer. when i was diagnosed with psoriatic arthritis, my rheumatologist prescribed enbrel for my pain and stiffness, and to help stop joint damage. [ male announcer ] enbrel may lower your ability to fight infections. serious, sometimes fatal events including infections, tuberculosis, lymphoma, other cancers, nervous system and blood disorders, and allergic reactions have occurred. before starting enbrel, your doctor should test you for tuberculosis and discuss whether you've been to a region where certain fungal infections are common. you should not start enbrel if you have an infection like the flu. tell your doct if you're prone to infections, have cuts or sores, have had hepatitis b, have been treated for heart failure, or if you have symptoms such as persistent fever, bruising, bleeding, or palens. nce enbr
management technique is the same and steve thought the same thing and it takes time to put your team together and you never get it just right and i think we got it pretty close to just write. kicking shows and he will get grief and there will be. >> we have the same thing of news, and sports and movies. "les mis", ted, a battleship, we have good ones and not good ones but that is the nature of the content business and it needs to be more even and not go so high or so ago but would get the people. are they making the best decisions? the thing that we found, it just wasn't right for ge to make pilots hoping to find the next hit. they could build power plants or energy so all parts of the company were getting less capital, less investment, less attention and to but we told our investors we have a balance sheet to invest so we have bet more money the of reid doubled capital to get this be offset requires more bandwidth and we're trying to but in the case of nbc universal i have never seen another company that has more opportunities. of it is all about the right to people and they decided it is th
the keyboard. >> i'll tell you what's ironic, when i went to my college reunion. steve ballmer was using a nokia. why? microsoft -- >> exactly. he said look at this. oh, my god, i've never seen one of those. >> because nobody has one. >> if he'd pulled out a blackberry, it would be game, set, match, right? everything is riding on this blackberry thing at this point given what the stock has done. if there's anything less than a blockbuster, what happens to the stock? >> i think that -- yes. i think we're in the first 48 hours thing and we'll will have one of those things and if it's a dud, but the press reports have been pretty good about it, and i think there are people who are still wedded to the keyboard. i think it's okay. >> i think it depends on how you're valuing the stock. there are some analysts throughout in their models they assigned nothing in the device part of the business. >> that was that great -- the sum of the parts analysis and unfortunately the parts are together right now. so the only time we'll see that value is if parts are actually apart. >> a lot of breakup analys
in the biggest worry to me is the effect of this whole union of the think banking commit pep steve liesman was talking about it this morning and i think he's right. there will be people slowly moving deposits out of the higher risk countries and maybe into the u.s. and the uk, as well. here's what to look for. april 4th and that's the ecb meeting. watch what mario draghi has to say about that and that he'll make liquidity more available to banks. remember those ltros that they did about a year ago. don't be surprised that they dragged those things out again and everybody was talking about the weak top line growth. there is the company that has to be the envy for everybody looking for top line growth. their projected sales for 2014 and 10% to 12% increase and take out all of the new stores and same-store sales growth, 4% to 6% and those are really good numbers and that stock's up today sitting at a six-month high and i want to see a big welcome to people on the floor and we have ice traders on the floor and intercontinental exchange and they have 40 new traders in the blue room and they'll
. these are from steve madden, inspired by menswear. that trend is really hot for spring so get these for work or use these to travel as well. >> okay now sperry ha has espadrills. >> great for vacations. >> let's get into athletic gear and shoes. first running shoes here, tell us what you brought us. >> at "shape" we tested so many new shoes. 6.7 ounces, very light, that's two ounces lighter than your typical running shoe. >> for the distance runner you recommend the asics gels? >> the gel from asics, if you're training for a marathon or like to log a lot of miles this is the shoe for you. >> i use those running, they are great. for the walkers out there, you found a great pair. >> this is for cross training. these are ryka. they are multifunctional for workouts, use them for short runs as well. our testers really liked the influence in ryka. >> new from reebok. >> so much fun, specifically made for dance shoes. everyone loves zoom zumba. so you can move and groove without falling. you know you'll be stable in these. >> and finally we're talking walking shoes now. >> people tend to forget tha
management technique is, it's all about people. it i think steve burke believes the same thing. it takes time to put your team together. you never did it just right, and you always are making some changes, but i think we have it pretty close to just right now. a super person taking shows. he is going to use grief when it fails and praised when it succeeds in there will be more of that attention going. we have the same thing in news, the same thing in sports, the same thing in movies. we had coming you know, but ted, some really good ones, some not so good ones, but that is the nature of the content business. for me personally you have to try to be more even than not go so high and go solo and try to continue to look at the people. really good at making the best decisions? you giving them the tools connect the thing that we found, and this is -- a wonderful partner. it just wasn't right any more to go make pilots hoping to find an exit. they could build power plants somewhere else or energy. and so all parts of the company were getting less capital and less investment and less attention and i
Search Results 0 to 19 of about 20

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